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Working with data
Working with data
Using Beacon to manage supporters, payments, events, and more.
+2
13 articles in this collection
Written by
Chris Houghton,
David Simpson,
Ben Cook
and 2 others
Helpful filtering examples
Five step-by-step examples of filters to help you customise the way you see your data
Written by
Ben Cook
Updated over a week ago
Working with views
Set up multiple views for you or your team to quickly see the data that matters
Written by
Ben Cook
Updated over a week ago
Understanding timelines
Easily see changes and activity relating to your records
Written by
Ben Cook
Updated over a week ago
Sending notifications to your team
Let your team know when important things happen in your database
Written by
David Simpson
Updated over a week ago
Merging records
Merge multiple records into a single record
Written by
Ben Cook
Updated over a week ago
Deleting records
How to get rid of records you no longer need
Written by
Gareth Lemon
Updated over a week ago
Managing your Columns
Change what you can see when viewing a list of records - a powerfully efficient first glance at your data
Written by
Luke Marlowe
Updated over a week ago
Finding duplicate records
Keep an accurate, single view of your supporters by filtering for and merging duplicate records
Written by
Chris Houghton
Updated over a week ago
Searching & filtering records
Quickly and easily find records
Written by
Ben Cook
Updated over a week ago
Bulk updating records
Adding the same information to multiple records in one go
Written by
Ben Cook
Updated over a week ago
Bulk creating related records
Simultaneously create multiple records that relate to a given list of records in Beacon
Written by
Ben Cook
Updated over a week ago
Working with collection tins
Keep track of and manage collection tins, pots, buckets or boxes of smaller donations from the local community
Written by
Luke Marlowe
Updated over a week ago
Managing Contact Preferences
Correctly store information on how you are permitted to contact supporters
Written by
Luke Marlowe
Updated over a week ago